They're also taking over the unicorn club — nearly half of companies getting $1B+ valuations right now are AI startups.
And they're getting to that mark faster (median of 2 years vs. 9 for non-AI unicorns) and with less headcount (203 vs. 414).
Big tech's capex heads toward $200B in 2025
Tech giants are making massive investments in AI infrastructure like high-powered data centers.
This spending is creating opportunities across the AI data center value chain, from energy providers (like nuclear) to support infrastructure (like cooling).
AI agent landscape explodes
AI agents — LLM-powered bots that can independently execute workflows — have seen a massive increase in interest.
Funding to AI agent startups more than doubled year-over-year in 2024.
Over 40% of companies in the landscape have moved past the validating stage of commercial maturity and are actively growing commercial distribution.
Fintech and digital health face sluggish VC environment
Funding and deals continue to sit at multi-year lows for the digital health and fintech sectors.
The M&A environment is also largely stagnant.
Fintech exit valuations in particular have been compressed (at $1.1M per employee since 2023) compared to other sectors.
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